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Sample form: Anti-money laundering documentation
Use a web form to query the onOffice GwG fields.
Explanation
You can use this form to retrieve the onOffice anti-money laundering fields for companies and individuals.
Instructions
- Copy the form set and activate all associated forms.
- If necessary, add any fields you have created yourself to complete the documentation and comply with the AML regulations.
- ✅ Done
Notes
- The forms only request the onOffice default fields, which are included in every version of onOffice. To comply with the GwG, you will need additional fields that you have created yourself!
Usage
- To edit an existing record using the form, the record’s UUID must be appended to the form link as a URL parameter.
- Alternative 1: Send the edit link via email
- To do this, copy the second link from the top under "Form settings" -> "Edit property & address" and paste it into a new email. The link looks similar to this: ("https://deinname.propform.io/deineformularurl?address[ID]=_Uuidaddress")
- Alternative 2: Store the form link in the onOffice interface as a link field with a formula
- In the onOffice administration, create a field of type "Link" and enter the second formula from "Form Settings" -> "Edit Property & Address" as the formula in the field. The formula looks similar to this: ="https://deinname.propform.io/deineformularurl?address[ID]="&[uuid]